A great crypto thesis: @Solana will disrupt @Apple, @Samsung, @google and cloud service providers @Microsoft and @amazon Yes, that’s right. I’m not talking about Ethereum, Polygon, Cardano, Avalanche, Hedera, or any other chain. And no, I’m not talking about the Saga phone. I’m talking about the world of software applications. I think Solana in particular will be the crypto winner in this domain by a wide margin. Let’s talk about why… The application layer Imagine you buy a new phone. It doesn’t matter which brand, but imagine that this phone costs you $1000, and it’s better than an iPhone. Way better. It’s loaded up with all the apps you expect, but they are better than the Apple equivalents. The calendar/to-do apps are all built by third parties, so you can pick which ones you like the most, but they all integrate seamlessly together. They can share your data between them. Want to switch to a new calendar app? Just download it, and you don’t even need to migrate your data to the new app. It’s already there when you open the app. Now imagine you open your navigation app, and all those calendar events are loaded into it, and it offers a screen that tells you the estimated commute times for each event location. No app integrations necessary. Not only that, but you can open a random restaurant recommendation app, and an AI model will look at your travel patterns, grocery preferences, and pre-existing eating habits, and automatically recommend 10 new restaurants that you’re going to love. But you’re feeling more adventurous, and you speak to it, saying, “I was actually thinking about trying out Himalayan food, preferably not too expensive” and it produces a nice (probably small) list of options. You say, “schedule a date with my wife for tomorrow at that second one on the list,” and it creates a calendar event, invites your wife (who uses a totally different calendar app), and makes the reservation for you. Now imagine that all of this happens without any centralized entity collecting your personal data. It’s all encrypted and it all lives on the Solana blockchain. Not only that, but all the apps are super cheap and usually free. The only catch is that you spend about $3/month on SOL that you need in order to use these apps. How is this possible? Well, the entire point of blockchains is to have a globally shared state that can be accessed by anyone at any time. Imagine if all the Web2 tech companies shared a single database and could integrate all their apps together to give you a seamless user experience across all of them. Solana enables that. With this type of system, we don’t need those big tech companies collecting “platform rent.” Individual companies lose their network effect when the network is global, permissionless, and open-source. Now the companies building applications will need to focus less on building a huge moat of personal data capture & exclusive “walled gardens” of applications, and will instead focus more on delivering great user experiences. They won’t be able to rest on their laurels because they have all their users locked in. Users can’t be locked in if their data is freely available to competing apps. The friction of switching to a new app becomes nonexistent. The underlying tech Let’s talk about the technical reasons that Solana not only meets these requirements, but is also the most likely candidate to dominate this use case. To do all of these seamless app integrations, you can’t be constantly splitting up that state onto multiple shards and rollup chains. Instead, you really need a single integrated blockchain that holds all the state on-chain. Obviously you can get away with using multiple layers of chains, but that’s way more complicated for developers and potentially the end users. We want simplicity and ease, so a monolithic blockchain is ideal. As much as admire Ethereums history, Ethereum’s model is far less than ideal.

Morgan Stanley Research reports on US data center estimated spend Spread over eight years, and assuming nominal GDP growth of 5 percent, this $8.2 trillion corresponds to an annual investment of roughly 2.8 percent of GDP. Already today, the scale of the AI buildout is clearly visible in aggregate activity. In the fourth quarter of 2025, investment associated with AI infrastructure accounted for essentially all of the observed growth in U.S. GDP, highlighting the extent to which the current expansion is being driven by a single, capital-intensive sector. Historical comparisons help place this magnitude in context. Railroad investment in the United States between 1865 and 1890 averaged approximately 2.4 percent of GDP, electrification between 1905 and 1925 about 1.1 percent, the construction of the interstate highway system between 1956 and 1973 about 1.6 percent, and the telecom and fiber expansion between 1996 and 2003 about 0.8 percent. The projected AI buildout between 2025 and 2032, at roughly 2.8 percent of GDP, would exceed these historical episodes. This is the greatest investment the US has ever made.

No high return investment ever came without a lot of pain and a lot of doubt.

Greed kills trades. There was a reason you entered. Dont mess with your positions. Let them be and realize the moves. Messing with your positions is what kills you. Focus.

Shielded Bitcoin Whitepaper

Nothing stops this train.

As reported to Subscribers earlier Bitget confirmed a security incident today (September 24, 2026) involving unauthorized transfers from some of its hot and warm wallets. The exchange detected the activity at 18:31 UTC. CEO Gracy Chen stated that approximately $351.6 million was affected. Cold wallets were reported as fully secure, and the breach was limited to part of the hot/warm wallet layers. Bitget said user account balances remain accurate and that the loss is covered by its User Protection Fund (reported at over $464 million). Withdrawals have been temporarily paused for a security review. Deposits and trading are still operating. The company said it notified law enforcement and on-chain security firms, flagged the relevant addresses, and plans a full incident report within 24 hours. It has not publicly detailed the attack method while the investigation continues. On-chain reports earlier in the day showed large transfers (initially estimated around $170–183 million) from labeled Bitget wallets to a new address, with some assets swapped into ETH, which is consistent with the later official figures. (Subscriber to get news first)

Liquidity: Another 250m new dollars issued on @solana

US 10 year treasury yield hits 5.21%

Follow the money not the narritives.

The U.S. Senate rejected a resolution aimed at ending the use of U.S. armed forces in military operations against Iran. #gametheory

No - despite what you have been narrated, large investors do not trade spot in and out of the market often, they enter and exit with medium to long timeframes. The chop in the markets is a result of gamblers, longing and shorting on short term signals with leverage and the exchanges liquidating them. These signals are usually media based nonsense used my market makers to induce traps. The real money is made buying at key Wyckoff levels and holding to established long term exits. “Traders” aka gamblers lose money. The house will always beat overleveraged gamblers. If you in the market to make money fast you will lose money faster.

Rough estimate:

US Fed Balance Sheet. Notice the arrows. We are in the same exact place as the COVID pump on forced monetary expansion. Expect the similar fractal leading to the $BTC top in ~March 2027 around $155k. IMO: Next $BTC accumulation will be in the $110000 range Q4 2027 followed by the $200k levels in Aug 2028.

People - you have been significantly gaslit by main stream media and uncritical thinking influencers. War and virus are insanely bullish for Bitcoin. Any global uncertainty, sovereign debt uncertainty, lack of government trust, migration of wealthy, is what Bitcoin is made for. Stop with the nonsense narratives. Follow critical thinkers not reposters.